Ever considered an an annuity? What features would make you sign on the dotted line? In my experience, you might be offered any of the following: READ MORE
How do you want your portfolio to work? If the first words that come to mind are “More, harder, faster!” then you may need a portfolio review.
Let me tell you about a new client of mine who came to me for a portfolio review. She’d done enough reading online to know that excessive fees could significantly reduce her returns and her ability to retire. READ MORE
Who is the accidental investor? It’s the tech genius who moves from company to company, participating in 401(k)’s, which he forgets once he moves on to the next opportunity. Or perhaps it’s the self-employed entrepreneur whose CPA told her to set up a retirement account at year end. Or maybe it’s the working Mom who recently inherited a small next egg she would like to use to fund her kid’s education. READ MORE
Some of you may have already received a notice from your mutual fund companies or your brokerage firms asking what method you would like used to determine the cost basis of your holdings. Perhaps you’re not sure
Many of my clients don’t know what they are REALLY spending. As result, they question how they will be able to maintain their life style in retirement or, for that matter, they worry if they will be EVER be able to retire at all.
Once we do a retirement plan and answer those questions, the next step is to re-position their portfolios to generate the income they will need. Even people who are comfortable managing their own portfolios for growth, and they realize that managing a portfolio to generate income is more of a challenge. READ MORE